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Old Bridge Focused Fund - Regular Growth

Category: Equity: Focused Launch Date: 24-01-2024
AUM:

₹ 4,541.99 Cr

Expense Ratio

2.1%

Benchmark

BSE 500 TRI

ISIN

INF0S5R01034

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

2500

Fund Manager

Kenneth Andrade and Tarang Agrawal

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Old Bridge Focused Fund - Regular Growth 8.98 - -
Benchmark - - -
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
12.98
Last change
-0.01 (-0.077%)
Fund Size (AUM)
₹ 4,541.99 Cr
Performance
10.04% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

To generate long-term capital appreciation by investing in equity and equity related instruments of up to 30 companies across market capitalization (i.e. Mid cap, Small cap, Large cap). Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realized.

Fund Manager
Kenneth Andrade and Tarang Agrawal
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Triparty Repo 7.88
Shriram Finance Limited 7.39
REDINGTON LIMITED EQ NEW F.V. RS.2/- 6.38
AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- 5.97
MARUTI SUZUKI INDIA LIMITED EQ 5.12
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 4.87
RAMKRISHNA FORGINGS LIMITED EQ NEW FV RS. 2/- 4.8
PRESTIGE ESTATES PROJECTS LIMITED EQ 4.37
HINDUSTAN ZINC LIMITED EQ NEW F.V. RS.2/- 4.32
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- 4.09

Sector Allocation

Sector Holdings (%)
Financial Services 14.13
Automobile and Auto Components 13.81
Healthcare 13.05
Services 12.19
Metals & Mining 11.31
Fast Moving Consumer Goods 9.66
Consumer Services 6.18
Telecommunication 4.87
Realty 4.37
Capital Goods 2.17

Peer Comparison

Scheme Name 5Y (%)
Old Bridge Focused Fund Reg Gr 0.0